Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.31B
AUM Growth
-$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$31.9M
2
+$12.2M
3
+$10.7M
4
GE icon
GE Aerospace
GE
+$9.66M
5
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$7.37M

Top Sells

1
+$7.08M
2
+$6.94M
3
+$4.7M
4
MWV
MEADWESTVACO CORP
MWV
+$4.22M
5
TFC icon
Truist Financial
TFC
+$3.83M

Sector Composition

1 Financials 10.96%
2 Healthcare 10.85%
3 Technology 9.79%
4 Consumer Staples 9.25%
5 Energy 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$209K 0.01%
+3,267
727
$208K 0.01%
+6,719
728
$207K 0.01%
2,378
729
$204K 0.01%
4,120
-136
730
$203K 0.01%
+9,261
731
$202K 0.01%
+3,731
732
$201K 0.01%
+4,045
733
$200K 0.01%
11,807
-2,308
734
$192K 0.01%
+7,523
735
$173K 0.01%
4,469
-435
736
$171K 0.01%
11,949
737
$170K 0.01%
1,223
+145
738
$169K 0.01%
1,097
-104
739
$126K ﹤0.01%
13,430
-3,125
740
$123K ﹤0.01%
+3,648
741
$121K ﹤0.01%
20,000
742
$97K ﹤0.01%
+12,093
743
$88K ﹤0.01%
11,605
744
$87K ﹤0.01%
1,053
-35
745
$79K ﹤0.01%
13,592
-44,015
746
$78K ﹤0.01%
12,430
-10,415
747
$75K ﹤0.01%
35,770
-170,200
748
$63K ﹤0.01%
11,220
-27,310
749
$61K ﹤0.01%
394
750
$57K ﹤0.01%
3,403
28 29
30
31 32